Unanet CRM by Cosential | Workflos AppStore

Unanet CRM by Cosential

4.2

142

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Unanet provides ERP and CRM solutions specifically designed for Government Contractors, AEC, and Professional Services. Over 3,200 project-driven organizations rely on Unanet to transform their data into useful insights, improve decision-making, and boost business growth. The company is committed to supporting the success of its clients' projects, people, and finances.

Website

http://www.unanet.com

Developer

Unanet

HQ Location

Dulles, VA

Year Founded

1988

Number of Employees

400

Twitter

@UnanetTech

Strengths

Customizable

Allows for tailored solutions to fit specific business needs
Integration

Seamlessly integrates with other Unanet products and third-party software
Mobile Access

Provides mobile access to CRM data for on-the-go productivity

Weaknesses

Limited Features

May not have all the features needed for larger or more complex businesses
Cost

May be more expensive than other CRM options
Learning Curve

May require some training to fully utilize all features

Opportunities

Potential to expand into new markets or industries
Opportunity to form partnerships with other software providers
Potential to add new features to stay competitive in the market

Threats

Competition from other CRM providers in the market
Potential decrease in demand due to economic downturns
Potential for security breaches or data leaks that could damage reputation

Ask anything of Unanet CRM by Cosential with Workflos AI Assistant

http://www.unanet.com

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Review Distribution

👍

High - rated users

The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. The full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. The support both during install and throughout my journey have been absolutely wonderful.There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device.
🤔

Average - rated users

Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm.Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility.